YWP
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YorkBridge Wealth Partners’s Pinnacle West Capital PNW Stock Holding History

YorkBridge Wealth Partners’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-266
Closed -$25K – 523
2019
Q2 		$25K Hold
266
– – 0.01% 445
2019
Q1 		$25K Hold
266
– – 0.01% 436
2018
Q4 		$23K Hold
266
– – 0.01% 429
2018
Q3 		$21K Hold
266
– – 0.01% 513
2018
Q2 		$21K Hold
266
– – 0.01% 529
2018
Q1 		$21K Hold
266
– – 0.01% 515
2017
Q4 		$20K Hold
266
– – 0.01% 521
2017
Q3 		$22K Hold
266
– – 0.01% 497
2017
Q2 		$23K Hold
266
– – 0.01% 474
2017
Q1 		$23K Hold
266
– – 0.01% 474
2016
Q4 		$20K Buy
+266
New +$19.9K 0.01% 475

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's PNW Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Pinnacle West Capital (PNW) in Q3 2019, closing a stake of 266 shares — an estimated $25K sold.

YorkBridge Wealth Partners first reported a position in PNW in Q4 2016 and held it in 11 quarters. The position peaked at $25K in Q2 2019. 534 funds tracked by Wall St. Rank hold PNW as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Pinnacle West Capital position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 266 Pinnacle West Capital shares in Q3 2019, an estimated $25K.
  • YorkBridge Wealth Partners first reported a position in Pinnacle West Capital in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Pinnacle West Capital position peaked at $25K in Q2 2019.
  • 534 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.